Open house sign-in to follow-up

How this is designed to work

Nate hosts the open house at 82 Maple Avenue and records each visitor on the sign-in list in the workspace: name, email or phone, and whether they agreed to hear from Harbor & Pine. After the open house, Cody reads the list and sets aside the two who did not agree to be contacted.

Reads
Drafts
You approve
Logged

Nate hosts the open house at 82 Maple Avenue and records each visitor on the sign-in list in the workspace: name, email or phone, and whether they agreed to hear from Harbor & Pine. After the open house, Cody reads the list and sets aside the two who did not agree to be contacted.

Cody’s computer

Live

Inbox

Nate BrandtSunday sign-ins for 82 Maple Avenue3:42 PM
Hannah ColeDisclosure packet link for 82 Maple Avenue2:18 PM
Victor RamosPrivate showing for 82 Maple Avenue1:47 PM

Sheets

Visitor	Contact	Agreed	Status
Hannah Cole	Email on file	Yes	Note drafted
Victor Ramos	Phone on file	Yes	Note drafted
Beth Nolan	Email on file	Yes	Note drafted
Samir Khan	Email on file	Yes	Note drafted
Jill Porter	Phone on file	No	Set aside

Cody is working. Take over to pause Cody and use the computer yourself.

Done: Reads the sign-in list on the open house record
Done: Counts 12 visitors who agreed to be contacted
Done: Sets aside 2 who did not agree
Waiting: Waiting for your approval
Next: Nate approves, and every reply lands on the listing

Cody, Sales and estimates

Sending 12 follow-up notes to Sunday visitors who opted in

If approved: Nate reads the batch on his phone, edits one note, and approves. Each note goes out from Nate. When a visitor asks for a private showing, Cody drafts the showing for approval. Every sign-in, note, and reply is logged on the open house and the listing.

Each note thanks the visitor, links the disclosure packet, and offers a private showing. The two who declined contact get no note. Nothing is sent until you approve the batch.

Nothing is sent until you approve.

What runs alone and what waits for you

Does on its own

Reads the sign-in list on the open house record
Counts the sign-ins that agreed to be contacted
Leaves out anyone who did not agree to hear from you
Drafts one follow-up per visitor with the disclosure link

Waits for your approval

Sending the follow-up batch
Creating a lead from a sign-in
Booking a private showing
Assigning a visitor to an agent

Never does

Contact a visitor who did not agree to it
Steer a visitor by neighborhood, family status, or any protected trait
Promise a price, terms, or that an offer will be accepted

Sending, spending and changing records wait for your approval by default. You choose what, if anything, may run on its own, and every decision is logged.

For broker opens and new-development previews

A broker open follows the same steps with agents instead of buyers on the list. A preview event with a waitlist uses the showing waitlist in the workspace, and Cody drafts the invitations for approval.

Connects to your tools

Each connection shows its status today.

Gmail
Twilio
Google Calendar
QR sign-in page

See all 1,500+ tools

We connect 1,500+ tools during setup and build the workflows to match how you work. These are the most common ones. If yours is not listed, we can still connect it. Talk to a person

Cal.com
Calendly
Gmail
Google Calendar
Google Meet
Mailgun
Microsoft 365
Microsoft Outlook
Microsoft Teams
Postmark
SendGrid
Zoom
Aircall
Messenger
Telegram
Twilio
Vonage
WhatsApp
Discord
Google Chat
Slack
Airtable
Box
Canva
Coda
Confluence
Dropbox
Evernote
Figma
Google Docs
Google Drive
Google Forms
Google Sheets
Loom
Microsoft Excel
Microsoft Word
Miro
Notion
OneDrive
SharePoint
Apollo
Close
HubSpot
Pipedrive
Salesforce
Zoho
ADP
Adyen
Braintree
Expensify
Gusto
Klarna
PayPal
Plaid
QuickBooks
Shopify
Square
Stripe
WooCommerce
Xero
Adobe Acrobat Sign
DocuSign
Asana
Basecamp
ClickUp
Jira
Linear
monday.com
Todoist
Trello
Ahrefs
Brevo
Buffer
Constant Contact
Eventbrite
Facebook
Google Analytics
Hootsuite
Hotjar
Instagram
LinkedIn
Mailchimp
Semrush
Similarweb
Squarespace
Vimeo
Webflow
Wix
WordPress
Yelp
YouTube
Zillow
Front
Help Scout
Intercom
SurveyMonkey
Typeform
Zendesk
1Password
Amplitude
BigQuery
Datadog
GitHub
GitLab
Make
Mixpanel
n8n
Okta
PagerDuty
PostHog
Segment
Sentry
Snowflake
Supabase
Zapier

Frequently asked questions

How do sign-ins get into Omni?

We set up a QR code and sign-in page with a consent checkbox for your open houses, and nothing is sent to visitors without your approval. The hosting agent can also record visitors from a paper sheet or tablet.

What if a visitor did not check the consent box?

They are left out of the batch, and the sign-in still stays on the open house record. Cody shows you how many were left out and why, and never adds them back on its own.

Does Cody send the notes?

No. Cody drafts them and you or the hosting agent approve the batch. Notes go out from the agent's own email or number, so replies land on the agent's thread in Omni.

Can it tell me how the open house went?

It can count sign-ins, replies, and private showings booked from the list. Visitor counts without a sign-in and portal views are not tracked today.

Does this work for rental open houses?

Yes. The same steps run for a rental, and the follow-up links the application instead of the disclosure packet. Cody never decides an application.

Omni for brokerages

Plan your open houses with a person

Tell us how you run open houses. Sign-ins and follow-up drafts stay on the open house record.

Compare Omni with your brokerage tools

Talk to a person Browse use cases

Fourteen people signed in on Sunday. You approve every follow-up note

How this is designed to work